Trinseo PLC (TSE)

Trinseo Plc stock price has experienced significant volatility and a substantial decline over the past six months, with a 65.14% decrease. Key events impacting the stock include Q3 2025 and Q2 2025 earnings miss, dividend suspension in October 2025, and strategic operational plans in Europe announced in October 2025.

Demand seasonality for Trinseo Plc products varies by segment. Rigid compounds and soft TPE products do not experience significant seasonality. PMMA applications do experience some seasonality because of their exposure to the automotive and building and construction markets.

Trinseo Plc is a global materials solutions provider and manufacturer of plastics, latex binders, and synthetic rubber, founded in 2010 as a spin-off from Dow Chemical Company and headquartered in Berwyn, Pennsylvania. The company operates within the Basic Materials sector, specifically in the Specialty Chemicals industry. Trinseo's core business segments include Plastics, Latex Binders, Synthetic Rubber, and Engineered Materials. Plastics products are utilized in diverse industries including automotive, consumer electronics, medical devices, and packaging. Latex Binders are supplied for applications like paper and board coatings, carpet backing, and adhesives. Synthetic Rubber is manufactured for tire production, footwear, and industrial applications. Engineered Materials focus on specialty materials for high-performance applications.

Trinseo Plc operates globally, with facilities across North America, Europe, and Asia-Pacific. The global operating center is in Wayne, PA, U.S.A., with regional operating centers in Midland, Michigan, U.S.A. (North America), Pfaeffikon, Switzerland (Europe), and Hong Kong (Asia-Pacific). Europe generates the maximum revenue, followed by the United States and Asia-Pacific.

Trinseo's brand reputation in the past year has been influenced by its financial performance and strategic operational decisions, particularly in Europe, and has faced increased scrutiny regarding ESG factors. The decision to close facilities in Europe could strain relationships with employees and local communities. Trinseo continues to highlight its commitment to sustainability, including incorporating recycled and bio-based materials and released its 15th Annual Sustainability & CSR Report in July 2025.

Trinseo Plc has a mixed ownership structure, with institutional investors holding approximately 47.14% to 65.28% of the company's stock, insiders owning about 8.76%, and public companies and individual investors holding the remainder. As of November 2025, 171 institutional owners and shareholders held a total of 29,410,636 shares. Major institutional owners include M&G Plc, Nut Tree Capital Management, LP, and BlackRock, Inc. Jed Nussbaum owns the most shares among individual investors.